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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Aurora | IL | 07/2019 | 03/2026 |
| J.P. Morgan Securities, Llc. | Aurora | IL | 07/2019 | 03/2026 |
| Sally Beauty Supply Llc | Shorewood | IL | 08/2007 | 07/2019 |
| Bmo Harris Bank | South Elgin | IL | 03/2026 | Present |
| Lpl Financial Llc | South Elgin | IL | 03/2026 | Present |
1. 03/2026 - BMO Bank - Financial Institution Duty - Inv Related - 160 Hour(s)/Month - 130 Hour(s) During Trading - South Elgin, IL, 60177 - OBA Start Date: 03/24/2026 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO investment services - Inv Rel - At Reported Business Location (s) - Start Date : 03/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-03 |
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